Case Studies OBP Medical

OBP Medical

Improve Marketing and Sales with a Zoho CRM and HubSpot Data Integration

Data visibility between your sales and marketing teams is crucial for creating targeted marketing, developing a strong pipeline, and closing more deals. When OBP Medical implemented HubSpot for marketing automation, there was an immediate need for an integration with Zoho CRM. They turned to Formstack Sync for help setting up this data integration.

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Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

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Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Matthew Traub
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“The Zoho CRM - HubSpot integration from Formstack Sync is extremely important to our marketing efforts. It allows us to keep critical data from our CRM up-to-date in HubSpot, which constantly informs our marketing campaigns.”

Matthew Traub

CMO at OBP Medical

Results

Gave sales and marketing teams easy access to clean data

Gave sales and marketing teams easy access to clean data

Automatically updated leads, contacts, accounts, and opportunity data across systems

Automatically updated leads, contacts, accounts, and opportunity data across systems

Improved email list curation and targeting capabilities

Improved email list curation and targeting capabilities

Automated more marketing campaigns in HubSpot using Zoho CRM data

Automated more marketing campaigns in HubSpot using Zoho CRM data

Strengthened marketing thanks to improved data

Strengthened marketing thanks to improved data

Created accurate lead lists across HubSpot and Zoho CRM

Created accurate lead lists across HubSpot and Zoho CRM

Improve Marketing and Sales with a Zoho CRM and HubSpot Data Integration

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